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Financial Advisor / Senior Paraplanner

  • Location:

    Belfast

  • Sector:

    Financial Services

  • Job type:

    Permanent

  • Salary:

    Negotiable

  • Contact:

    Colleen Farquharson

  • Contact email:

    [email protected]

  • Job ref:

    BBBH384620_1732613723

  • Published:

    10 days ago

  • Expiry date:

    26/12/2024

  • Startdate:

    Jan 2025

Job Description

Brook Street Recruitment is working on behalf of our Belfast client who currently has an exciting opportunity within a growing and well-respected independent financial advice firm that have an excellent reputation within the industry.
They are looking for an experienced Financial Advisor / Senior Paraplanner to join their team.

Duties

  • Provide compliant tailored financial advice to private and corporate clients
  • Conducting in-depth research - Preparing detailed financial reports,
  • Develop long-term client relationships, in order to ensure that their ongoing needs are met, and goals achieved.
  • Develop direct and referred sources of new business
  • Meet stringent quality and compliance requirements
  • Ensure all activities comply with FCA guidelines and company processes
  • Developing comprehensive financial plans.



Criteria / Qualifications

  • 8 + year's experience in paraplanning experience - Level 6 qualified
  • Demonstrable skills in working with high-net-worth clients
  • Knowledgeable in trusts, corporate, estate-planning, pension transfers
  • Extensive experience in paraplanning, strong analytic skills, and a deep understanding of financial products and regulations.
  • Will look at Level 4 Qualified candidates with significant experience



Details of role

  • Salary will be dependent on the successful candidate's skills and experience- can be disclosed on application
  • Discretionary bonus
  • Pension scheme


Please send CV to Colleen Farquharson via the apply link

Brook Street NMR is acting as an Employment Agency in relation to this vacancy.

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